Draft and send the minutes

Purpose

The assembly "Minutes" card gathers the meeting notes, any audio recording, and the text of the minutes. The AI drafts a project from these elements, the agenda, the quorum, and the voting results, in order to reduce the drafting time after the meeting.

The project remains a draft that you review and correct, and it is only sent at your request.

Where to find it

1. Co-ownership
2. General meetings

Assembly record, "Minutes" card.

Steps

1. Enter the "Meeting notes" and click on "Save the notes", or click on "Add the recording" in order to upload the audio file of the meeting.
2. Click on "Draft the minutes" so that the AI produces a project from the notes or the recording, the agenda, and the recorded votes.
3. Review and correct the text in the "Minutes" field, and then click on "Save".
4. Click on "Minutes (PDF)" in order to check the layout of the document.
5. Click on "Send the minutes" so that the document is filed in the co-ownership documents and sent to each co-owner.

Good to know

• AI drafting requires at least notes or a recording, and if they are missing, a message prompts you to add them.
• After sending, the card displays the sending date, and the assembly list displays the "Minutes sent" status.
• The sent minutes are accessible to the co-owners in the documents of their portal.

Related guides

• Co-ownershipPreparing and convening the general meetingPlan the meeting, establish the agenda with the required majority for each item, and then send the notice by email.
• Co-ownershipManaging attendance and votesRecord attendance and proxies, check the quorum, collect votes online and during the meeting, and then record the results.
• OperationsQuerying the AI assistantAsk questions about your portfolio, such as expiring mandates or available units, in order to benefit from the AI functionality included in your subscription.
• Co-ownershipOpening the owner portalProvide each owner with a personal link to their calls, payments, statements, meetings, documents, and incident reporting.